FLC Capital Advisors’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $305K | Sell |
956
-199
| -17% | -$63.5K | 0.06% | 154 |
|
|
2025
Q1 | $311K | Hold |
1,155
| – | – | 0.07% | 142 |
|
|
2024
Q4 | $343K | Hold |
1,155
| – | – | 0.08% | 128 |
|
|
2024
Q3 | $313K | Hold |
1,155
| – | – | 0.07% | 132 |
|
|
2024
Q2 | $267K | Hold |
1,155
| – | – | 0.07% | 133 |
|
|
2024
Q1 | $263K | Hold |
1,155
| – | – | 0.07% | 137 |
|
|
2023
Q4 | $216K | Buy |
+1,155
| New | +$216K | 0.06% | 142 |
|